{"commodity":{"标准名称":"热轧卷板","合约品种":"热卷","交易代码":"HC","交易所":"上期所","板块":"黑色/制造业钢材","一级产业链":"铁矿石 + 焦炭/焦煤 + 废钢 → 热轧卷板 → 汽车/家电/机械/船舶/钢结构","核心驱动":"制造业需求、出口订单、钢厂利润、铁水产量、库存、冷热价差、板材出口政策","国内关注":"热卷社库厂库、制造业PMI、汽车家电排产、机械订单、钢厂检修、卷螺差","国际关注":"全球钢材需求、出口退税/反倾销、海外制造业、铁矿石发运、海运费","主要国家/地区":"中国、印度、美国、日本、韩国、欧盟、越南；原料关注澳大利亚、巴西","代表企业/机构":"中国宝武、鞍钢、本钢、首钢、河钢、浦项、JFE、ArcelorMittal、WorldSteel","直接联动":"螺纹钢、铁矿石、焦煤、焦炭、冷轧、汽车家电","间接联动":"制造业PMI、出口、汇率、地产基建、能源成本","新闻关键词":"hot rolled coil, HRC, steel, manufacturing, auto, appliance, shipbuilding, iron ore, steel exports","网站标签":"黑色,钢材,制造业,出口,铁矿焦煤","source_urls":"https://worldsteel.org/media/press-releases/2026/december-2025-crude-steel-production-2025-global-crude-steel-production/; https://www.shfe.com.cn/eng/Market/Futures/Metal/hc_f/ContractText/"},"match_terms":["热轧卷板","热卷","HC"],"latest_related_news":[{"id":2952484,"title":"Watch: Man attacked by bear at steel works in Japan","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.com/news/videos/cm2pjed56j3o?at_medium=RSS&at_campaign=rss","summary":"The bear, which injured four people in the attack on Tuesday, remains on the loose within the factory compound.","products":null,"published_at":"2026-06-03 01:13:45","collected_at":"2026-06-03 08:36:09","event_type":"供应扰动","direction":"偏多","impact_score":4,"matched_products":null,"matched_keywords":"煤炭与钢铁:steel；品种库:RB:steel；品种库:HC:steel；供应扰动:attack","source_tags":"地缘 / 宏观 / 冲突 / 航运","info_topics":"煤炭与钢铁 / 黑色","affected_products":"煤炭与钢铁 / 螺纹钢 / 热卷","transmission_paths":"矿山/煤炭/钢厂 → 炉料供需与成材利润 → 黑色产业链；螺纹钢/RB：核心驱动：地产基建需求、钢厂利润、铁水产量、炉料成本、库存、环保限产、宏观政策；直接联动：铁矿石、焦煤、焦炭、热卷、废钢、水泥玻璃；间接联动：地产、基建、货币政策、出口关税、环保限产；热轧卷板/HC：核心驱动：制造业需求、出口订单、钢厂利润、铁水产量、库存、冷热价差、板材出口政策；直接联动：螺纹钢、铁矿石、焦煤、焦炭、冷轧、汽车家电；间接联动：制造业PMI、出口、汇率、地产基建、能源成本"},{"id":2918991,"title":"Watch: Man attacked by bear at steel works in Japan","source":"BBC World","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.co.uk/programmes/p0npr053?at_medium=RSS&at_campaign=rss","summary":"Watch: Man attacked by bear at steel works in Japan","products":null,"published_at":"2026-06-03 00:58:09","collected_at":"2026-06-03 01:26:41","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"煤炭与钢铁:steel；品种库:RB:steel；品种库:HC:steel","source_tags":"地缘 / 宏观 / 冲突 / 航运","info_topics":"煤炭与钢铁 / 黑色","affected_products":"煤炭与钢铁 / 螺纹钢 / 热卷","transmission_paths":"矿山/煤炭/钢厂 → 炉料供需与成材利润 → 黑色产业链；螺纹钢/RB：核心驱动：地产基建需求、钢厂利润、铁水产量、炉料成本、库存、环保限产、宏观政策；直接联动：铁矿石、焦煤、焦炭、热卷、废钢、水泥玻璃；间接联动：地产、基建、货币政策、出口关税、环保限产；热轧卷板/HC：核心驱动：制造业需求、出口订单、钢厂利润、铁水产量、库存、冷热价差、板材出口政策；直接联动：螺纹钢、铁矿石、焦煤、焦炭、冷轧、汽车家电；间接联动：制造业PMI、出口、汇率、地产基建、能源成本"},{"id":2188607,"title":"BHP Killed Its Own Hedge Against the Green Steel Shift","source":"OilPrice Main","source_type":"rss","country":"全球","language":"en","url":"https://oilprice.com/Energy/Energy-General/BHP-Killed-Its-Own-Hedge-Against-the-Green-Steel-Shift.html","summary":"China just expanded its national emissions trading scheme to cover steel production. The EU's carbon border adjustment mechanism entered its definitive phase in January, putting a financial penalty on emissions-intensive steel. Simandou, the world's largest untapped deposit of high-grade iron ore, shipped its first cargoes to China in late 2025. The market for lower-grade ore is contracting. The market for ore that can feed cleaner steelmaking is growing. BHP just canceled the project that would have positioned it for the second market. Instead,…","products":null,"published_at":"2026-05-27 14:00:00","collected_at":"2026-05-27 19:00:53","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"煤炭与钢铁:steel；品种库:RB:steel；品种库:HC:steel","source_tags":"原油 / 天然气 / LNG / 航运 / 地缘风险 / 化工","info_topics":"煤炭与钢铁 / 黑色","affected_products":"煤炭与钢铁 / 螺纹钢 / 热卷","transmission_paths":"矿山/煤炭/钢厂 → 炉料供需与成材利润 → 黑色产业链；螺纹钢/RB：核心驱动：地产基建需求、钢厂利润、铁水产量、炉料成本、库存、环保限产、宏观政策；直接联动：铁矿石、焦煤、焦炭、热卷、废钢、水泥玻璃；间接联动：地产、基建、货币政策、出口关税、环保限产；热轧卷板/HC：核心驱动：制造业需求、出口订单、钢厂利润、铁水产量、库存、冷热价差、板材出口政策；直接联动：螺纹钢、铁矿石、焦煤、焦炭、冷轧、汽车家电；间接联动：制造业PMI、出口、汇率、地产基建、能源成本"},{"id":785719,"title":"U.S. industrial natural gas consumption expected to hit records in 2026 and 2027","source":"EIA Today in Energy","source_type":"rss","country":"美国","language":"en","url":"https://www.eia.gov/todayinenergy/detail.php?id=67686","summary":"We forecast U.S. industrial natural gas consumption will climb to record highs through 2027 in our latest Short-Term Energy Outlook. Industrial consumption averaged a record 23.6 billion cubic feet per day (Bcf/d) in 2025, 1% more than the record 23.4 Bcf/d reached in 2023. In our forecast, consumption gradually increases further in 2026 and in 2027 as we expect the natural gas-weighted manufacturing index to also rise slightly over this period.","products":null,"published_at":"2026-05-15 09:00:00","collected_at":"2026-05-15 13:01:36","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"天然气:natural gas；品种库:MA:natural gas；品种库:HC:manufacturing；传导规则:天然气/LNG上涨或供应紧张:natural gas","source_tags":"能源 / 原油 / 天然气 / 电力 / 煤炭","info_topics":"天然气 / 黑色","affected_products":"天然气 / 甲醇 / 热卷","transmission_paths":"天然气/LNG/管道 → 能源与化工成本 → 甲醇、尿素、电力成本；甲醇/MA：核心驱动：煤价/天然气、进口到港、伊朗/中东装置、MTO利润、港口库存、内地与港口价差；直接联动：PP、PE、PVC、煤炭、天然气、醋酸、甲醛、MTBE；间接联动：原油、LPG、航运、中东地缘、煤化工政策；热轧卷板/HC：核心驱动：制造业需求、出口订单、钢厂利润、铁水产量、库存、冷热价差、板材出口政策；直接联动：螺纹钢、铁矿石、焦煤、焦炭、冷轧、汽车家电；间接联动：制造业PMI、出口、汇率、地产基建、能源成本；天然气/LNG上涨或供应紧张：天然气/LNG → 甲醇、乙烷/丙烷化工原料与电力成本 → 化工品成本"},{"id":528098,"title":"Glassmaker questions future of UK manufacturing","source":"BBC Business","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.com/news/articles/cdrpx0xl7v8o?at_medium=RSS&at_campaign=rss","summary":"Bristol Blue Glass says rising energy costs and taxes have forced its closure.","products":null,"published_at":"2026-05-13 05:15:56","collected_at":"2026-05-13 08:16:39","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"品种库:HC:manufacturing","source_tags":"宏观 / 能源 / 农产品 / 金属","info_topics":"黑色","affected_products":"热卷","transmission_paths":"热轧卷板/HC：核心驱动：制造业需求、出口订单、钢厂利润、铁水产量、库存、冷热价差、板材出口政策；直接联动：螺纹钢、铁矿石、焦煤、焦炭、冷轧、汽车家电；间接联动：制造业PMI、出口、汇率、地产基建、能源成本"},{"id":296144,"title":"British Steel set to be nationalised, Starmer says","source":"BBC Business","source_type":"rss","country":"全球","language":"en","url":"https://www.bbc.com/news/articles/c8xwg0gdrpzo?at_medium=RSS&at_campaign=rss","summary":"The steelworks has been under government control for almost a year, but leglistation to nationalise it will be put forward this week.","products":null,"published_at":"2026-05-11 09:44:55","collected_at":"2026-05-11 09:46:51","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"煤炭与钢铁:steel；品种库:RB:steel；品种库:HC:steel","source_tags":"宏观 / 能源 / 农产品 / 金属","info_topics":"煤炭与钢铁 / 黑色","affected_products":"煤炭与钢铁 / 螺纹钢 / 热卷","transmission_paths":"矿山/煤炭/钢厂 → 炉料供需与成材利润 → 黑色产业链；螺纹钢/RB：核心驱动：地产基建需求、钢厂利润、铁水产量、炉料成本、库存、环保限产、宏观政策；直接联动：铁矿石、焦煤、焦炭、热卷、废钢、水泥玻璃；间接联动：地产、基建、货币政策、出口关税、环保限产；热轧卷板/HC：核心驱动：制造业需求、出口订单、钢厂利润、铁水产量、库存、冷热价差、板材出口政策；直接联动：螺纹钢、铁矿石、焦煤、焦炭、冷轧、汽车家电；间接联动：制造业PMI、出口、汇率、地产基建、能源成本"},{"id":27691,"title":"Coal distributions for non-electric power use decline in the South","source":"EIA Today in Energy","source_type":"rss","country":"美国","language":"en","url":"https://www.eia.gov/todayinenergy/detail.php?id=67644","summary":"The volume of coal delivered in the United States for uses other than power generation—primarily, for manufacturing—decreased by about half in the last 15 years. Coal delivered for these purposes in the South decreased the most in percentage terms between 2010 and 2025, falling 75%, or 14.7 million short tons (MMst), according to our Annual Coal Distribution Report and Quarterly Coal Distribution Report. In 2010, the South received more than double the amount of coal received in the Northeast; by 2025 the two regions received about the same amount. Manufacturers' increasing use of natural gas instead of coal and the closure of manufacturing plants using coal were major factors in this decline.","products":null,"published_at":"2026-05-04 09:00:00","collected_at":"2026-05-09 00:43:10","event_type":"官方数据","direction":"中性","impact_score":1,"matched_products":null,"matched_keywords":"天然气:natural gas；煤炭与钢铁:coal；品种库:MA:natural gas；品种库:HC:manufacturing；传导规则:天然气/LNG上涨或供应紧张:natural gas；传导规则:煤炭/电价/安监趋严:coal","source_tags":"能源 / 原油 / 天然气 / 电力 / 煤炭","info_topics":"天然气 / 煤炭与钢铁 / 黑色","affected_products":"天然气 / 煤炭与钢铁 / 甲醇 / 热卷","transmission_paths":"天然气/LNG/管道 → 能源与化工成本 → 甲醇、尿素、电力成本；矿山/煤炭/钢厂 → 炉料供需与成材利润 → 黑色产业链；甲醇/MA：核心驱动：煤价/天然气、进口到港、伊朗/中东装置、MTO利润、港口库存、内地与港口价差；直接联动：PP、PE、PVC、煤炭、天然气、醋酸、甲醛、MTBE；间接联动：原油、LPG、航运、中东地缘、煤化工政策；热轧卷板/HC：核心驱动：制造业需求、出口订单、钢厂利润、铁水产量、库存、冷热价差、板材出口政策；直接联动：螺纹钢、铁矿石、焦煤、焦炭、冷轧、汽车家电；间接联动：制造业PMI、出口、汇率、地产基建、能源成本；天然气/LNG上涨或供应紧张：天然气/LNG → 甲醇、乙烷/丙烷化工原料与电力成本 → 化工品成本；煤炭/电价/安监趋严：煤炭/电价/安监 → 焦煤供应、电石/PVC、煤制甲醇/烯烃成本 → 黑色化工联动"}]}